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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (13443)12/22/2001 5:19:45 PM
From: Grommit  Read Replies (3) of 78595
 
DLM - Paul, what do you see here?

They look like a no growth, highly leverged, no book value, high inventory company.

And on the inventory -- I am shooting from the hip, but I do not quite understand $440 million of inventory on Annual Cost of Sales of $1 billion. All the assets are in inventory. Inventory turns of 2x with fruits and vegetables?

And I detest executives of marginal companies who give themselves $1 million bonuses? Both the CEO and COO for this company.
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